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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-19 |
| MA | RA | APPROVED | 2017-05-30 |
Branch Locations
One Meeting House Road Suite 13, Chelmsford, MA 01824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chelmsford | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chelmsford | MA | 11/2016 | 05/2017 |
| Raymond James Financial Services, Inc. | Chelmsford | MA | 05/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Chelmsford | MA | 05/2017 | Present |
(1)Name of Business: Eppolito, Carbone & Co. Address: 1 Meeting House Rd Ste 13, Chelmsford, MA, 01824-2737, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (2)Name of Business: Eppolito, Carbone &Co., LLC Address: 1 Meeting House Rd Ste 14, Chelmsford, MA, 01824, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/18/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Majority Owner of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-05 |
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